Grayscale's Q2 2026 'Assets Under Consideration' List Highlights Institutional Shift

Grayscale Investments has released its Q2 2026 'Assets Under Consideration' list, which highlights the growing interest of institutions in infrastructure, DeFi, and AI-driven projects.

The list includes a wide range of tokens from various sectors, including smart contract platforms, core blockchain infrastructure, and DeFi projects. These tokens are focused on real-world utility, scalability, and emerging technology narratives, indicating that institutional investors are prioritizing long-term growth over short-term hype.

Infrastructure is leading the charge, with a large portion of the list dedicated to smart contract platforms and core blockchain infrastructure. This includes tokens such as CELO, TON, and TRX, which form the backbone of the crypto ecosystem by supporting payments, stablecoins, on-chain applications, and network scalability.

The DeFi segment of the list highlights a major shift in how decentralized finance is evolving, with projects focused on real yield generation, advanced liquidity systems, and more efficient trading infrastructure. This reflects a move towards structured, institutional-grade on-chain financial systems.